Gfi Investment Counsel Ltd. Top Holdings and 13F Report (2025) About Gfi Investment Counsel Ltd.Investment ActivityGfi Investment Counsel Ltd. has $859.85 million in total holdings as of March 31, 2025.Gfi Investment Counsel Ltd. owns shares of 18 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 11.37% of the portfolio was purchased this quarter.About 0.25% of the portfolio was sold this quarter.This quarter, Gfi Investment Counsel Ltd. has purchased 20 new stocks and bought additional shares in 9 stocks.Gfi Investment Counsel Ltd. sold shares of 5 stocks and completely divested from 3 stocks this quarter.Largest Holdings Visa $87,532,291Roper Technologies $82,847,192Moody's $74,886,678Microsoft $70,365,729Genpact $66,319,879 Largest New Holdings this Quarter 776696106 - Roper Technologies $82,847,192 Holding Largest Purchases this Quarter Roper Technologies 140,519 shares (about $82.85M)Booz Allen Hamilton 71,688 shares (about $7.50M)American Express 7,838 shares (about $2.11M)FERGUSON ENTERPRISES INC 11,807 shares (about $1.89M)AON 3,209 shares (about $1.28M) Largest Sales this Quarter Visa 4,426 shares (about $1.55M)Moody's 568 shares (about $264.51K)Genpact 4,556 shares (about $229.53K)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 417 shares (about $38.25K)Salesforce 22 shares (about $5.90K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGfi Investment Counsel Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVVisa$87,532,291$1,551,136 ▼-1.7%249,76410.2%Business ServicesROPRoper Technologies$82,847,192$82,847,192 ▲New Holding140,5199.6%Computer and TechnologyMCOMoody's$74,886,678$264,512 ▼-0.4%160,8088.7%FinanceMSFTMicrosoft$70,365,729$28,154 ▲0.0%187,4478.2%Computer and TechnologyGGenpact$66,319,879$229,531 ▼-0.3%1,316,3937.7%Business ServicesMSCIMSCI$66,282,821$339,300 ▲0.5%117,2117.7%FinanceSHWSherwin-Williams$65,632,705$490,961 ▲0.8%187,9577.6%Basic MaterialsAONAON$65,185,764$1,280,680 ▲2.0%163,3367.6%FinanceHLTHilton Worldwide$62,233,332$731,346 ▲1.2%273,4937.2%Consumer DiscretionaryEFXEquifax$60,275,011$546,549 ▲0.9%247,4757.0%Business ServicesAXPAmerican Express$54,652,127$2,108,814 ▲4.0%203,1306.4%FinanceFERGUSON ENTERPRISES INC$47,138,865$1,891,836 ▲4.2%294,1955.5%COMMON STOCK NEWBAHBooz Allen Hamilton$40,536,358$7,497,131 ▲22.7%387,6114.7%Business ServicesBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$6,370,282$38,251 ▼-0.6%69,4460.7%ETFCRMSalesforce$6,248,226$5,904 ▼-0.1%23,2830.7%Computer and TechnologyFSVFirstService$2,074,7070.0%12,5020.2%FinanceBRK.BBerkshire Hathaway$637,4980.0%1,1970.1%FinanceIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$629,4000.0%11,9840.1%ManufacturingAAPLApple$0$84,054 ▼-100.0%00.0%Computer and TechnologyVRSNVeriSign$0$8,899 ▼-100.0%00.0%Computer and TechnologyTSLATesla$0$254 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
